LocationUnited States , Connecticut, Southbury Websitehttp://www.ccm-ria.com Company Sizecensoredcens Employees12 profiles available Last Updated2020-02-04
Client-centric, independent registered investment advisory and censoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcenso
Owners & Partners are responsible for running businesses according to established policies while taking into account legal obligations as well as economic conditions. Other job titles include Business Operator or Entrepreneur. Grow your business with confidence: Make the right connections to owners and partners in order to establish a profitable business model that takes into account both long-term growth potentials and short-term needs.
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Jimmy Williams's current details
Current Title CPA/PFS, CFP®|Author|Keynote Speaker|Founder & Wealth Advisor
Type of Role Owner & Partner
Job functions Accounting, Operations and Leisure
Job Seniority Owner
Current Industry Financial Serviccensoredcensoredcensoredcensoredc
Location unknown
Experience (tracked since 1989) ▪ censore experience at Compass Capital Management LLC ▪ censore experience as CPA/PFS, CFP®|Author|Keynote Speaker|Founder & Wealth Advisor
Work-life tracked since 1989 Jimmy Williams had a total of X different roles since 1989
Hobbies & Interests
▪ * College Football * Pro and College Baseball * Beaches that allow for relaxation and spirited water sports at the same time * Golf courses that give the eye a vacation from the ordinary yet challenge the skills * Mountain biking at dawn down the hills of Maui * Running (this is a new sport for me but one in which I am sufficiently challenged!) * Speaking at Public and Corporate Events on motivation
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What company does Jimmy Williams work for? Jimmy Williams is working for Compass Capital Management LLC
What is Jimmy Williams's title at Compass Capital Management LLC? Jimmy's title is , CPA/PFS, CFP®|Author|Keynote Speaker|Founder & Wealth Advisor
What is Jimmy Williams's Seniority at Compass Capital Management LLC? Jimmy Williams has been with Compass Capital Management LLC for 7+ years and is in Owner
For how long is Jimmy Williams working as a CPA/PFS, CFP®|Author|Keynote Speaker|Founder & Wealth Advisor? Jimmy Williams has 7+ years experience as CPA/PFS, CFP®|Author|Keynote Speaker|Founder & Wealth Advisor.
What are Jimmy Williams's functions as a CPA/PFS, CFP®|Author|Keynote Speaker|Founder & Wealth Advisor ? Jimmy Williams is responsible for Accounting, Leiscensoredcensor
What is Jimmy Williams's email contact? Jimmy Williams's email address is ********@compass.com
Which education does Jimmy Williams have? Jimmy Williams has a Phd degree from Ucensoredcensored.
Who are similar contacts like Jimmy Williams ? Some similar contacts are Lauren Divall, Jitu Mehta, Deniz Senturk, Joakim Mellander, Jishnu R and Jit Mukherjee.
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